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- Page 3

# NewRiaPulse: all 1,000 record reports, page 3 of 5

Every NewRiaPulse record report, 200 per page, grouped by state. Records 401 to 600: Hobe Mountain Capital Management LLC: new SEC registration, $1,352M AUM, West Palm Beach, FL to Northern Edge Wealth Management: new SEC registration, $247M AUM, Marquette, MI. Source: SEC monthly roster of registered investment advisers (Form ADV data).

[1](/hub/newriapulse/records) [2](/hub/newriapulse/records/2) 3 [4](/hub/newriapulse/records/4) [5](/hub/newriapulse/records/5)

## Florida

- [Hobe Mountain Capital Management LLC: new SEC registration, $1,352M AUM, West Palm Beach, FL](/report/newriapulse/hobe-mountain-capital-management-llc-west-palm-beach-fl--ria-338577)
- [Howland And Associates, LLC: new SEC registration, $139M AUM, St Petersburg, FL](/report/newriapulse/howland-and-associates-llc-st-petersburg-fl--ria-106963)
- [Ikalon Advisors LLC: new SEC registration, $442M AUM, Miami, FL](/report/newriapulse/ikalon-advisors-llc-miami-fl--ria-332654)
- [Intellicapital Advisors LLC: new SEC registration, $116M AUM, Ponte Vedra, FL](/report/newriapulse/intellicapital-advisors-llc-ponte-vedra-fl--ria-316908)
- [Kare Manager Holdings, L.P.: new SEC registration, $19,822M AUM, Boca Raton, FL](/report/newriapulse/kare-manager-holdings-l-p-boca-raton-fl--ria-343124)
- [Ki Capital Wealth Management Us LLC: new SEC registration, $146M AUM, Miami, FL](/report/newriapulse/ki-capital-wealth-management-us-llc-miami-fl--ria-317738)
- [Kutumb Investments LLC: new SEC registration, $250M AUM, Palm Beach Gardens, FL](/report/newriapulse/kutumb-investments-llc-palm-beach-gardens-fl--ria-342420)
- [Las Olas Capital Wealth LLC: new SEC registration, $269M AUM, Fort Lauderdale, FL](/report/newriapulse/las-olas-capital-wealth-llc-fort-lauderdale-fl--ria-340641)
- [Las Olas Venture Capital: new SEC registration, $231M AUM, Fort Lauderdale, FL](/report/newriapulse/las-olas-venture-capital-fort-lauderdale-fl--ria-304233)
- [Level Ventures Management LLC: new SEC registration, $311M AUM, Sunny Isles Beach, FL](/report/newriapulse/level-ventures-management-llc-sunny-isles-beach-fl--ria-323733)
- [Maggi Investment Services, LLC: new SEC registration, $154M AUM, Oldmar, FL](/report/newriapulse/maggi-investment-services-llc-oldmar-fl--ria-156856)
- [Mar Wealth Management Services, LLC: new SEC registration, $125M AUM, West Palm Beach, FL](/report/newriapulse/mar-wealth-management-services-llc-west-palm-beach-fl--ria-167335)
- [Mara River Capital Management, LP: new SEC registration, $218M AUM, Coral Gables, FL](/report/newriapulse/mara-river-capital-management-lp-coral-gables-fl--ria-304145)
- [Mariva Global Asset Management, LLC: new SEC registration, $129M AUM, Miami, FL](/report/newriapulse/mariva-global-asset-management-llc-miami-fl--ria-285674)
- [Miura Investment Advisors, INC: new SEC registration, $392M AUM, Miami, FL](/report/newriapulse/miura-investment-advisors-inc-miami-fl--ria-283148)
- [Montello Wealth Management, INC.: new SEC registration, $108M AUM, Palm Beach Gardens, FL](/report/newriapulse/montello-wealth-management-inc-palm-beach-gardens-fl--ria-151058)
- [N.L.C. LLC: new SEC registration, $292M AUM, Boca Raton, FL](/report/newriapulse/n-l-c-llc-boca-raton-fl--ria-330231)
- [Orange Avenue Advisors LLC: new SEC registration, $481M AUM, Orlando, FL](/report/newriapulse/orange-avenue-advisors-llc-orlando-fl--ria-339327)
- [Palm Peak Capital, LLC: new SEC registration, $401M AUM, Boca Raton, FL](/report/newriapulse/palm-peak-capital-llc-boca-raton-fl--ria-334986)
- [Pasqua Wealth Solutions: new SEC registration, $130M AUM, Palm City, FL](/report/newriapulse/pasqua-wealth-solutions-palm-city-fl--ria-139618)
- [Path Capital Partners, LLC: new SEC registration, $169M AUM, North Miami Beach, FL](/report/newriapulse/path-capital-partners-llc-north-miami-beach-fl--ria-335156)
- [Pc3 Partners, LLC: new SEC registration, $156M AUM, Miami Beach, FL](/report/newriapulse/pc3-partners-llc-miami-beach-fl--ria-339659)
- [Pinetree Advisors Corp.: new SEC registration, $120M AUM, Miami, FL](/report/newriapulse/pinetree-advisors-corp-miami-fl--ria-299275)
- [Private Client Advisor Group, LLC: new SEC registration, $110M AUM, Palm City, FL](/report/newriapulse/private-client-advisor-group-llc-palm-city-fl--ria-330038)
- [Qso Capital Management LLC: new SEC registration, $250M AUM, Fort Lauderdale, FL](/report/newriapulse/qso-capital-management-llc-fort-lauderdale-fl--ria-340892)
- [Rall Capital Management, INC.: new SEC registration, $123M AUM, Rockledge, FL](/report/newriapulse/rall-capital-management-inc-rockledge-fl--ria-132827)
- [Reality Financial Planning Services, LLC: new SEC registration, $126M AUM, Sarasota, FL](/report/newriapulse/reality-financial-planning-services-llc-sarasota-fl--ria-143352)
- [Remedium Capital Partners: new SEC registration, $319M AUM, West Palm Beach, FL](/report/newriapulse/remedium-capital-partners-west-palm-beach-fl--ria-340302)
- [Sandhill Wealth Management, INC.: new SEC registration, $118M AUM, Winter Park, FL](/report/newriapulse/sandhill-wealth-management-inc-winter-park-fl--ria-291649)
- [Securitize Capital LLC: new SEC registration, $530M AUM, Miami, FL](/report/newriapulse/securitize-capital-llc-miami-fl--ria-315859)
- [Settian Capital LP: new SEC registration, $157M AUM, Saint Augustine, FL](/report/newriapulse/settian-capital-lp-saint-augustine-fl--ria-297691)
- [Siler Wealth Management: new SEC registration, $189M AUM, Longwood, FL](/report/newriapulse/siler-wealth-management-longwood-fl--ria-108682)
- [Simetria Advisory Group LLC: new SEC registration, $202M AUM, Miami, FL](/report/newriapulse/simetria-advisory-group-llc-miami-fl--ria-288563)
- [Sirenia Capital Management LP: new SEC registration, $4,260M AUM, Miami Beach, FL](/report/newriapulse/sirenia-capital-management-lp-miami-beach-fl--ria-340192)
- [Sterling Bridge Financial Group LLC: new SEC registration, $131M AUM, Palm Harbor, FL](/report/newriapulse/sterling-bridge-financial-group-llc-palm-harbor-fl--ria-304409)
- [Storr Group: new SEC registration, $310M AUM, West Palm Beach, FL](/report/newriapulse/storr-group-west-palm-beach-fl--ria-324212)
- [Structure Wealth Management, LLC: new SEC registration, $166M AUM, Tampa, FL](/report/newriapulse/structure-wealth-management-llc-tampa-fl--ria-343156)
- [Sulzberger Capital Advisors, INC.: new SEC registration, $117M AUM, Miami, FL](/report/newriapulse/sulzberger-capital-advisors-inc-miami-fl--ria-174673)
- [Sundial Wealth LLC: new SEC registration, $126M AUM, Delray Beach, FL](/report/newriapulse/sundial-wealth-llc-delray-beach-fl--ria-321900)
- [The Ambrus Group LLC: new SEC registration, $485M AUM, Tampa, FL](/report/newriapulse/the-ambrus-group-llc-tampa-fl--ria-316761)
- [Third Eye Capital Management, LLC: new SEC registration, $291M AUM, Miami Beach, FL](/report/newriapulse/third-eye-capital-management-llc-miami-beach-fl--ria-287819)
- [Traver Financial Consulting Network Pa: new SEC registration, $122M AUM, Lakewood Ranch, FL](/report/newriapulse/traver-financial-consulting-network-pa-lakewood-ranch-fl--ria-139459)
- [Trellus Management Company, LLC: new SEC registration, $156M AUM, Delray Beach, FL](/report/newriapulse/trellus-management-company-llc-delray-beach-fl--ria-137537)
- [Trillium Wealth LLC: new SEC registration, $545M AUM, Winter Park, FL](/report/newriapulse/trillium-wealth-llc-winter-park-fl--ria-341186)
- [Uyana Partners LLC: new SEC registration, $115M AUM, Miami, FL](/report/newriapulse/uyana-partners-llc-miami-fl--ria-300280)
- [Velaris Wealth Management: new SEC registration, $129M AUM, Orlando, FL](/report/newriapulse/velaris-wealth-management-orlando-fl--ria-340592)
- [Wealthgen Advisors, LLC: new SEC registration, $147M AUM, Sarasota, FL](/report/newriapulse/wealthgen-advisors-llc-sarasota-fl--ria-306196)
- [Willis Asset Finance Management LLC: new SEC registration, $349M AUM, Coconut Creek, FL](/report/newriapulse/willis-asset-finance-management-llc-coconut-creek-fl--ria-337254)
- [Zenith Advisory Group, LLC: new SEC registration, $115M AUM, The Villages, FL](/report/newriapulse/zenith-advisory-group-llc-the-villages-fl--ria-321689)

## Georgia

- [Alpha Financial Management, INC.: new SEC registration, $109M AUM, Savannah, GA](/report/newriapulse/alpha-financial-management-inc-savannah-ga--ria-125800)
- [American Wealth Advisors, LLC: new SEC registration, $120M AUM, Johns Creek, GA](/report/newriapulse/american-wealth-advisors-llc-johns-creek-ga--ria-145791)
- [Arch Partners Wealth Management, INC.: new SEC registration, $109M AUM, Watkinsville, GA](/report/newriapulse/arch-partners-wealth-management-inc-watkinsville-ga--ria-123735)
- [Evans Wealth Management: new SEC registration, $111M AUM, Duluth, GA](/report/newriapulse/evans-wealth-management-duluth-ga--ria-151640)
- [Financial Potential Wealth Management: new SEC registration, $130M AUM, Gainesville, GA](/report/newriapulse/financial-potential-wealth-management-gainesville-ga--ria-342728)
- [Fulcrum Equity Partners, INC.: new SEC registration, $1,159M AUM, Atlanta, GA](/report/newriapulse/fulcrum-equity-partners-inc-atlanta-ga--ria-163489)
- [Gridline: new SEC registration, $332M AUM, Atlanta, GA](/report/newriapulse/gridline-atlanta-ga--ria-317336)
- [Highbrook Capital Partners: new SEC registration, $509M AUM, Atlanta, GA](/report/newriapulse/highbrook-capital-partners-atlanta-ga--ria-338408)
- [Infinite Giving Advisory Services, INC.: new SEC registration, $113M AUM, Atlanta, GA](/report/newriapulse/infinite-giving-advisory-services-inc-atlanta-ga--ria-315935)
- [J. L. Perkins Wealth Management, LLC: new SEC registration, $142M AUM, Macon, GA](/report/newriapulse/j-l-perkins-wealth-management-llc-macon-ga--ria-174308)
- [Legacy Partners Financial Group, LLC: new SEC registration, $108M AUM, Woodstock, GA](/report/newriapulse/legacy-partners-financial-group-llc-woodstock-ga--ria-137025)
- [Magellan Planning Group: new SEC registration, $210M AUM, Atlanta, GA](/report/newriapulse/magellan-planning-group-atlanta-ga--ria-338739)
- [Martinwright Advisory, LLC: new SEC registration, $161M AUM, Atlanta, GA](/report/newriapulse/martinwright-advisory-llc-atlanta-ga--ria-338634)
- [Overlay Management, LLC: new SEC registration, $169M AUM, Alpharetta, GA](/report/newriapulse/overlay-management-llc-alpharetta-ga--ria-324401)
- [San Blas Advisory, INC.: new SEC registration, $219M AUM, Atlanta, GA](/report/newriapulse/san-blas-advisory-inc-atlanta-ga--ria-296929)
- [Tcp Management LLC: new SEC registration, $464M AUM, Atlanta, GA](/report/newriapulse/tcp-management-llc-atlanta-ga--ria-319179)
- [The Marin Group INC.: new SEC registration, $128M AUM, Atlanta, GA](/report/newriapulse/the-marin-group-inc-atlanta-ga--ria-125217)
- [True Square Financial LLC: new SEC registration, $179M AUM, Atlanta, GA](/report/newriapulse/true-square-financial-llc-atlanta-ga--ria-287997)
- [Wright Wealth LLC: new SEC registration, $188M AUM, Atlanta, GA](/report/newriapulse/wright-wealth-llc-atlanta-ga--ria-321215)
- [Xception Family Office: new SEC registration, $189M AUM, Atlanta, GA](/report/newriapulse/xception-family-office-atlanta-ga--ria-338122)

## Hawaii

- [Acp Investment Management: new SEC registration, $132M AUM, Kailua-Kona, HI](/report/newriapulse/acp-investment-management-kailua-kona-hi--ria-338484)
- [Financial Planning Hawaii, INC.: new SEC registration, $382M AUM, Honolulu, HI](/report/newriapulse/financial-planning-hawaii-inc-honolulu-hi--ria-153930)
- [Wealth Alignment Partners, LLC: new SEC registration, $116M AUM, Honolulu, HI](/report/newriapulse/wealth-alignment-partners-llc-honolulu-hi--ria-338039)

## Idaho

- [Hazlett Wealth Management LLC: new SEC registration, $160M AUM, Ketchum, ID](/report/newriapulse/hazlett-wealth-management-llc-ketchum-id--ria-338954)
- [Profits Plus Capital Management, LLC: new SEC registration, $258M AUM, Nampa, ID](/report/newriapulse/profits-plus-capital-management-llc-nampa-id--ria-118294)
- [Treasure Valley Financial Planning: new SEC registration, $336M AUM, Meridian, ID](/report/newriapulse/treasure-valley-financial-planning-meridian-id--ria-341732)
- [Williams And Schiller Wealth Management, LLC: new SEC registration, $121M AUM, Sandpoint, ID](/report/newriapulse/williams-and-schiller-wealth-management-llc-sandpoint-id--ria-143049)

## Illinois

- [15 Wealth Advisors LLC: new SEC registration, $481M AUM, Mundelein, IL](/report/newriapulse/15-wealth-advisors-llc-mundelein-il--ria-337459)
- [Advanced Planning Advisors Group INC.: new SEC registration, $120M AUM, Naperville, IL](/report/newriapulse/advanced-planning-advisors-group-inc-naperville-il--ria-313101)
- [Blue Haven Capital, LLC: new SEC registration, $122M AUM, Geneva, IL](/report/newriapulse/blue-haven-capital-llc-geneva-il--ria-141738)
- [Blue Line Capital: new SEC registration, $132M AUM, Chicago, IL](/report/newriapulse/blue-line-capital-chicago-il--ria-304024)
- [Blue Sky Investment Partners, INC.: new SEC registration, $118M AUM, Evanston, IL](/report/newriapulse/blue-sky-investment-partners-inc-evanston-il--ria-145318)
- [Bondurant Investment Advisory, LLC: new SEC registration, $111M AUM, Evanston, IL](/report/newriapulse/bondurant-investment-advisory-llc-evanston-il--ria-297290)
- [Bulletproof Capital, LLC: new SEC registration, $576M AUM, Chicago, IL](/report/newriapulse/bulletproof-capital-llc-chicago-il--ria-341136)
- [Cohen Capital: new SEC registration, $1,101M AUM, Chicago, IL](/report/newriapulse/cohen-capital-chicago-il--ria-339112)
- [Daly Investment Management, LLC: new SEC registration, $124M AUM, Mount Prospect, IL](/report/newriapulse/daly-investment-management-llc-mount-prospect-il--ria-149980)
- [Engage Wealth Group, LLC: new SEC registration, $120M AUM, Northfield, IL](/report/newriapulse/engage-wealth-group-llc-northfield-il--ria-307915)
- [Erie Street Growth Partners: new SEC registration, $221M AUM, Chicago, IL](/report/newriapulse/erie-street-growth-partners-chicago-il--ria-326011)
- [Hilco Investment Advisors, LLC: new SEC registration, $313M AUM, Northbrook, IL](/report/newriapulse/hilco-investment-advisors-llc-northbrook-il--ria-300222)
- [Inland Advisory Services, LLC: new SEC registration, $443M AUM, Oak Brook, IL](/report/newriapulse/inland-advisory-services-llc-oak-brook-il--ria-338893)
- [Intentgen Financial Partners: new SEC registration, $757M AUM, Naperville, IL](/report/newriapulse/intentgen-financial-partners-naperville-il--ria-341913)
- [Invision Management, INC.: new SEC registration, $1,341M AUM, Chicago, IL](/report/newriapulse/invision-management-inc-chicago-il--ria-330151)
- [Johnston Investment Counsel, LTD.: new SEC registration, $125M AUM, Peoria, IL](/report/newriapulse/johnston-investment-counsel-ltd-peoria-il--ria-109726)
- [K2 Wealth Management LLC: new SEC registration, $120M AUM, Chicago, IL](/report/newriapulse/k2-wealth-management-llc-chicago-il--ria-332264)
- [Kinnamon & Associates LTD II: new SEC registration, $118M AUM, Barrington, IL](/report/newriapulse/kinnamon-and-associates-ltd-ii-barrington-il--ria-106701)
- [Krm Financial Planning & Wealth Management, LLC: new SEC registration, $211M AUM, St. Charles, IL](/report/newriapulse/krm-financial-planning-and-wealth-management-llc-st-charles-il--ria-338738)
- [Kuhn Wealth Management INC.: new SEC registration, $151M AUM, Schaumburg, IL](/report/newriapulse/kuhn-wealth-management-inc-schaumburg-il--ria-168727)
- [Landolt Securities, INC.: new SEC registration, $138M AUM, Lake Bluff, IL](/report/newriapulse/landolt-securities-inc-lake-bluff-il--ria-28352)
- [Laureate Wealth Management, LLC: new SEC registration, $122M AUM, Glen Ellyn, IL](/report/newriapulse/laureate-wealth-management-llc-glen-ellyn-il--ria-172519)
- [Linden Wealth Management LLC: new SEC registration, $192M AUM, Oak Park, IL](/report/newriapulse/linden-wealth-management-llc-oak-park-il--ria-281995)
- [Maxwell Street Capital Partners, LP: new SEC registration, $284M AUM, Evanston, IL](/report/newriapulse/maxwell-street-capital-partners-lp-evanston-il--ria-329585)
- [Merit Capital Partners Vi, LLC: new SEC registration, $448M AUM, Chicago, IL](/report/newriapulse/merit-capital-partners-vi-llc-chicago-il--ria-341399)
- [Midway Capital Research & Management LLC: new SEC registration, $110M AUM, Chicago, IL](/report/newriapulse/midway-capital-research-and-management-llc-chicago-il--ria-147139)
- [Midwest Financial Associates, INC.: new SEC registration, $124M AUM, Rockford, IL](/report/newriapulse/midwest-financial-associates-inc-rockford-il--ria-158573)
- [Monroe Capital Real Estate Credit Advisors, LLC: new SEC registration, $140M AUM, Chicago, IL](/report/newriapulse/monroe-capital-real-estate-credit-advisors-llc-chicago-il--ria-336266)
- [Mosaic Fi LLC: new SEC registration, $113M AUM, Lincolnshire, IL](/report/newriapulse/mosaic-fi-llc-lincolnshire-il--ria-169670)
- [Oca Ventures, LLC: new SEC registration, $316M AUM, Chicago, IL](/report/newriapulse/oca-ventures-llc-chicago-il--ria-161160)
- [Old Mission Asset Management LLC: new SEC registration, $34,126M AUM, Chicago, IL](/report/newriapulse/old-mission-asset-management-llc-chicago-il--ria-343283)
- [Pathfinder Advisory, INC.: new SEC registration, $121M AUM, Rockford, IL](/report/newriapulse/pathfinder-advisory-inc-rockford-il--ria-122768)
- [Pebble Valley Wealth Management: new SEC registration, $129M AUM, Western Springs, IL](/report/newriapulse/pebble-valley-wealth-management-western-springs-il--ria-145664)
- [Praxis Capital Management LLC: new SEC registration, $301M AUM, Chicago, IL](/report/newriapulse/praxis-capital-management-llc-chicago-il--ria-333052)
- [Rail-Splitter Capital Management LLC: new SEC registration, $484M AUM, Winnetka, IL](/report/newriapulse/rail-splitter-capital-management-llc-winnetka-il--ria-338394)
- [Rising Point Capital: new SEC registration, $220M AUM, Chicago, IL](/report/newriapulse/rising-point-capital-chicago-il--ria-341131)
- [Roppel Capital Management LLC: new SEC registration, $231M AUM, Park Ridge, IL](/report/newriapulse/roppel-capital-management-llc-park-ridge-il--ria-310237)
- [Squadron Capital Management LLC: new SEC registration, $386M AUM, Oak Brook, IL](/report/newriapulse/squadron-capital-management-llc-oak-brook-il--ria-334296)
- [Stephen Smith Financial INC.: new SEC registration, $129M AUM, Schaumburg, IL](/report/newriapulse/stephen-smith-financial-inc-schaumburg-il--ria-339402)
- [Tenet Wealth Partners, LLC: new SEC registration, $247M AUM, Champaign, IL](/report/newriapulse/tenet-wealth-partners-llc-champaign-il--ria-339818)
- [The Copia Group: new SEC registration, $115M AUM, Chicago, IL](/report/newriapulse/the-copia-group-chicago-il--ria-327954)
- [Transition Equity Partners, LLC: new SEC registration, $502M AUM, Chicago, IL](/report/newriapulse/transition-equity-partners-llc-chicago-il--ria-324358)
- [Versatile Capital Management L.L.C.: new SEC registration, $130M AUM, Chicago, IL](/report/newriapulse/versatile-capital-management-l-l-c-chicago-il--ria-173611)
- [Winchester Asset Management, LLC: new SEC registration, $154M AUM, Chicago, IL](/report/newriapulse/winchester-asset-management-llc-chicago-il--ria-322300)
- [Zendamentals: new SEC registration, $161M AUM, Chicago, IL](/report/newriapulse/zendamentals-chicago-il--ria-148411)

## Indiana

- [Ambrose Capital Advisors, LLC: new SEC registration, $228M AUM, Indianapolis, IN](/report/newriapulse/ambrose-capital-advisors-llc-indianapolis-in--ria-341604)
- [Cfg Wealth Management Services INC: new SEC registration, $110M AUM, Indianapolis, IN](/report/newriapulse/cfg-wealth-management-services-inc-indianapolis-in--ria-108351)
- [Genesis Advisors, LLC: new SEC registration, $121M AUM, Fishers, IN](/report/newriapulse/genesis-advisors-llc-fishers-in--ria-151976)
- [Mosaic Wealth Management LLC: new SEC registration, $285M AUM, Bloomington, IN](/report/newriapulse/mosaic-wealth-management-llc-bloomington-in--ria-340681)
- [Nearside Advisors, LLC: new SEC registration, $189M AUM, Indianapolis, IN](/report/newriapulse/nearside-advisors-llc-indianapolis-in--ria-341851)
- [Private Counsel Group, LTD.: new SEC registration, $116M AUM, Indianapolis, IN](/report/newriapulse/private-counsel-group-ltd-indianapolis-in--ria-300083)
- [Titan Investment Management LLC: new SEC registration, $124M AUM, Indianapolis, IN](/report/newriapulse/titan-investment-management-llc-indianapolis-in--ria-291148)

## Iowa

- [Bsc Capital Partners, LLC: new SEC registration, $126M AUM, West Des Moines, IA](/report/newriapulse/bsc-capital-partners-llc-west-des-moines-ia--ria-284338)
- [Keystone Wealth Management: new SEC registration, $137M AUM, Waterloo, IA](/report/newriapulse/keystone-wealth-management-waterloo-ia--ria-304133)
- [Lane Family Wealth Management: new SEC registration, $143M AUM, North Liberty, IA](/report/newriapulse/lane-family-wealth-management-north-liberty-ia--ria-337964)
- [Polson Wealth Management: new SEC registration, $139M AUM, Des Moines, IA](/report/newriapulse/polson-wealth-management-des-moines-ia--ria-342568)
- [Stackstone Wealth, LLC: new SEC registration, $1,493M AUM, Dubuque, IA](/report/newriapulse/stackstone-wealth-llc-dubuque-ia--ria-342692)
- [Van Diest Capital: new SEC registration, $144M AUM, Polk City, IA](/report/newriapulse/van-diest-capital-polk-city-ia--ria-334743)
- [Visionx Wealth Partners: new SEC registration, $110M AUM, Fort Dodge, IA](/report/newriapulse/visionx-wealth-partners-fort-dodge-ia--ria-333559)

## Kansas

- [Engage Wealth Advisors, LLC: new SEC registration, $112M AUM, Overland Park, KS](/report/newriapulse/engage-wealth-advisors-llc-overland-park-ks--ria-289996)
- [Glass Lakes Capital Management LLC: new SEC registration, $178M AUM, Overland Park, KS](/report/newriapulse/glass-lakes-capital-management-llc-overland-park-ks--ria-290064)
- [Mcd-Kissner Gp, LLC: new SEC registration, $1,018M AUM, Overland Park, KS](/report/newriapulse/mcd-kissner-gp-llc-overland-park-ks--ria-336165)
- [Pathway Financial Solutions, INC.: new SEC registration, $135M AUM, Salina, KS](/report/newriapulse/pathway-financial-solutions-inc-salina-ks--ria-340594)
- [Prairie Advisory, LLC: new SEC registration, $554M AUM, Leawood, KS](/report/newriapulse/prairie-advisory-llc-leawood-ks--ria-339211)
- [Quantum Financial Partners LLC: new SEC registration, $149M AUM, Overland Park, KS](/report/newriapulse/quantum-financial-partners-llc-overland-park-ks--ria-138112)

## Kentucky

- [Abri LLC: new SEC registration, $114M AUM, Lexington, KY](/report/newriapulse/abri-llc-lexington-ky--ria-314832)
- [Access Wealth Management, LLC: new SEC registration, $358M AUM, Louisville, KY](/report/newriapulse/access-wealth-management-llc-louisville-ky--ria-339285)
- [Principled Wealth Advisors, LLC: new SEC registration, $252M AUM, Covington, KY](/report/newriapulse/principled-wealth-advisors-llc-covington-ky--ria-138143)
- [Waycross Gp, LLC: new SEC registration, $156M AUM, Louisville, KY](/report/newriapulse/waycross-gp-llc-louisville-ky--ria-339521)

## Louisiana

- [Fletcher Financial Group: new SEC registration, $133M AUM, West Monroe, LA](/report/newriapulse/fletcher-financial-group-west-monroe-la--ria-152609)
- [Jcn Financial & Tax Advisory Group, LLC: new SEC registration, $130M AUM, Baton Rouge, LA](/report/newriapulse/jcn-financial-and-tax-advisory-group-llc-baton-rouge-la--ria-174358)
- [Pelican Advisory LLC: new SEC registration, $119M AUM, Covington, LA](/report/newriapulse/pelican-advisory-llc-covington-la--ria-330658)
- [Pelican Investment Advisors, LLC: new SEC registration, $129M AUM, Baton Rouge, LA](/report/newriapulse/pelican-investment-advisors-llc-baton-rouge-la--ria-313227)

## Maine

- [Maine Advisory Associates: new SEC registration, $117M AUM, Falmouth, ME](/report/newriapulse/maine-advisory-associates-falmouth-me--ria-311679)

## Maryland

- [A. J. Perry & Co.: new SEC registration, $109M AUM, Towson, MD](/report/newriapulse/a-j-perry-and-co-towson-md--ria-107041)
- [Broad Reach Retail Partners LLC: new SEC registration, $309M AUM, Millersville, MD](/report/newriapulse/broad-reach-retail-partners-llc-millersville-md--ria-340702)
- [Expect Equity LLC: new SEC registration, $167M AUM, Pikesville, MD](/report/newriapulse/expect-equity-llc-pikesville-md--ria-324496)
- [Mre Management, LLC: new SEC registration, $458M AUM, Annapolis, MD](/report/newriapulse/mre-management-llc-annapolis-md--ria-338513)
- [Oxford Planning Group, LLC: new SEC registration, $113M AUM, Woodstock, MD](/report/newriapulse/oxford-planning-group-llc-woodstock-md--ria-286017)
- [Psg Credit Gp, LLC: new SEC registration, $191M AUM, Columbia, MD](/report/newriapulse/psg-credit-gp-llc-columbia-md--ria-311297)
- [Sera Capital Management, LLC: new SEC registration, $114M AUM, Annapolis, MD](/report/newriapulse/sera-capital-management-llc-annapolis-md--ria-120896)
- [Snyder Asset Management, LLC: new SEC registration, $112M AUM, Hunt Valley, MD](/report/newriapulse/snyder-asset-management-llc-hunt-valley-md--ria-290450)
- [Williams Asset Management: new SEC registration, $661M AUM, Columbia, MD](/report/newriapulse/williams-asset-management-columbia-md--ria-338196)

## Massachusetts

- [71 West Capital Partners: new SEC registration, $5,505M AUM, Boston, MA](/report/newriapulse/71-west-capital-partners-boston-ma--ria-338756)
- [Advaita Capital LLC: new SEC registration, $316M AUM, Boston, MA](/report/newriapulse/advaita-capital-llc-boston-ma--ria-325205)
- [Arborstone Financial, LLC: new SEC registration, $476M AUM, Andover, MA](/report/newriapulse/arborstone-financial-llc-andover-ma--ria-338225)
- [Bartholomew & Company Wealth Management, LLC: new SEC registration, $1,918M AUM, Worcester, MA](/report/newriapulse/bartholomew-and-company-wealth-management-llc-worcester-ma--ria-342680)
- [Beyond Your Hammock LLC: new SEC registration, $115M AUM, Boston, MA](/report/newriapulse/beyond-your-hammock-llc-boston-ma--ria-168738)
- [Brookwood Advisors, LLC: new SEC registration, $964M AUM, Beverly, MA](/report/newriapulse/brookwood-advisors-llc-beverly-ma--ria-338550)
- [Callodine Bdc Advisor, LLC: new SEC registration, $239M AUM, Boston, MA](/report/newriapulse/callodine-bdc-advisor-llc-boston-ma--ria-342427)
- [Clean Energy Venture Management, LLC: new SEC registration, $416M AUM, Boston, MA](/report/newriapulse/clean-energy-venture-management-llc-boston-ma--ria-292055)
- [Condon Wealth Management, INC.: new SEC registration, $122M AUM, Plymouth, MA](/report/newriapulse/condon-wealth-management-inc-plymouth-ma--ria-128409)
- [Dardanelles Capital LP: new SEC registration, $114M AUM, Boston, MA](/report/newriapulse/dardanelles-capital-lp-boston-ma--ria-323067)
- [Epilog Partners, LP.: new SEC registration, $182M AUM, Boston, MA](/report/newriapulse/epilog-partners-lp-boston-ma--ria-325368)
- [Eterna Growth Partners: new SEC registration, $3,546M AUM, Boston, MA](/report/newriapulse/eterna-growth-partners-boston-ma--ria-339223)
- [Felis Advantage, LP: new SEC registration, $150M AUM, Boston, MA](/report/newriapulse/felis-advantage-lp-boston-ma--ria-335282)
- [Greenport Capital Advisors: new SEC registration, $119M AUM, Marlborough, MA](/report/newriapulse/greenport-capital-advisors-marlborough-ma--ria-205511)
- [Liberty Forge LLC: new SEC registration, $251M AUM, Boston, MA](/report/newriapulse/liberty-forge-llc-boston-ma--ria-343208)
- [Loon Lake Capital Management LP: new SEC registration, $336M AUM, Boston, MA](/report/newriapulse/loon-lake-capital-management-lp-boston-ma--ria-339830)
- [North Run Capital, LP: new SEC registration, $335M AUM, Boston, MA](/report/newriapulse/north-run-capital-lp-boston-ma--ria-157922)
- [Novo Holdings Us Investment Advisor, INC.: new SEC registration, $339M AUM, Boston, MA](/report/newriapulse/novo-holdings-us-investment-advisor-inc-boston-ma--ria-334495)
- [O.F.O. Partners, LLC: new SEC registration, $110M AUM, Hingham, MA](/report/newriapulse/o-f-o-partners-llc-hingham-ma--ria-297424)
- [Pearson Financial Services: new SEC registration, $885M AUM, Dennis, MA](/report/newriapulse/pearson-financial-services-dennis-ma--ria-130143)
- [Renaissance Wealth Advisors, LLC: new SEC registration, $110M AUM, Newton, MA](/report/newriapulse/renaissance-wealth-advisors-llc-newton-ma--ria-300007)
- [Signal Ridge Capital Partners, LLC: new SEC registration, $114M AUM, Framingham, MA](/report/newriapulse/signal-ridge-capital-partners-llc-framingham-ma--ria-167576)
- [South Shore Investment Services LLC: new SEC registration, $118M AUM, Norwell, MA](/report/newriapulse/south-shore-investment-services-llc-norwell-ma--ria-311450)
- [The Newcastle Network LP: new SEC registration, $223M AUM, Wellesley, MA](/report/newriapulse/the-newcastle-network-lp-wellesley-ma--ria-316201)
- [Tqm Wealth Partners: new SEC registration, $124M AUM, Marblehead, MA](/report/newriapulse/tqm-wealth-partners-marblehead-ma--ria-282979)
- [Washington Financial Group, INC.: new SEC registration, $119M AUM, Osterville, MA](/report/newriapulse/washington-financial-group-inc-osterville-ma--ria-132369)
- [Weber Capital Management LLC: new SEC registration, $120M AUM, Newton, MA](/report/newriapulse/weber-capital-management-llc-newton-ma--ria-109624)

## Michigan

- [Advisory Advocates LLC: new SEC registration, $159M AUM, Grand Rapids, MI](/report/newriapulse/advisory-advocates-llc-grand-rapids-mi--ria-284100)
- [Afs Wealth Management, LLC: new SEC registration, $118M AUM, Farmington Hills, MI](/report/newriapulse/afs-wealth-management-llc-farmington-hills-mi--ria-287832)
- [Ai Alpha LLC: new SEC registration, $200M AUM, Grand Rapids, MI](/report/newriapulse/ai-alpha-llc-grand-rapids-mi--ria-334908)
- [Custom Wealth Management: new SEC registration, $201M AUM, Plymouth, MI](/report/newriapulse/custom-wealth-management-plymouth-mi--ria-340956)
- [Daniel Investment Group INC.: new SEC registration, $210M AUM, Royal Oak, MI](/report/newriapulse/daniel-investment-group-inc-royal-oak-mi--ria-338851)
- [Fairway Investment Group, LLC: new SEC registration, $107M AUM, East Lansing, MI](/report/newriapulse/fairway-investment-group-llc-east-lansing-mi--ria-149034)
- [Hoover Private Wealth, LLC: new SEC registration, $171M AUM, Royal Oak, MI](/report/newriapulse/hoover-private-wealth-llc-royal-oak-mi--ria-336484)
- [Legacy Financial Services Group, INC.: new SEC registration, $123M AUM, Traverse City, MI](/report/newriapulse/legacy-financial-services-group-inc-traverse-city-mi--ria-140514)
- [Leonard Advisory Group LLC: new SEC registration, $114M AUM, Saint Joseph, MI](/report/newriapulse/leonard-advisory-group-llc-saint-joseph-mi--ria-321165)
- [Marnell Management LLC: new SEC registration, $306M AUM, Farmington Hills, MI](/report/newriapulse/marnell-management-llc-farmington-hills-mi--ria-284918)
- [Mbx Investors LLC: new SEC registration, $460M AUM, Farmington Hills, MI](/report/newriapulse/mbx-investors-llc-farmington-hills-mi--ria-339299)
- [Md Wealth Management, LLC: new SEC registration, $110M AUM, Chelsea, MI](/report/newriapulse/md-wealth-management-llc-chelsea-mi--ria-297823)
- [Modell Capital Management LLC: new SEC registration, $1,884M AUM, Bloomfield Hills, MI](/report/newriapulse/modell-capital-management-llc-bloomfield-hills-mi--ria-339228)
- [Northern Edge Wealth Management: new SEC registration, $247M AUM, Marquette, MI](/report/newriapulse/northern-edge-wealth-management-marquette-mi--ria-338102)

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